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Signature Estate & Investment Advisors’s Zoom ZM Stock Holding History

Signature Estate & Investment Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-881
Closed -$230K – 169
2021
Q3 		$230K Sell
881
-8
-0.9% -$2.7K 0.01% 151
2021
Q2 		$344K Buy
889
+27
+3% +$8.99K 0.02% 128
2021
Q1 		$277K Buy
862
+27
+3% +$9.94K 0.01% 142
2020
Q4 		$281K Sell
835
-254
-23% -$113K 0.02% 136
2020
Q3 		$512K Buy
1,089
+55
+5% +$17.6K 0.03% 104
2020
Q2 		$262K Buy
+1,034
New +$186K 0.02% 126

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Signature Estate & Investment Advisors's ZM Position: Q4 2021 in Review

Signature Estate & Investment Advisors sold out of Zoom (ZM) in Q4 2021, closing a stake of 881 shares — an estimated $230K sold.

Signature Estate & Investment Advisors first reported a position in ZM in Q2 2020 and held it in 6 quarters. The position peaked at $512K in Q3 2020. 815 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Signature Estate & Investment Advisors reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 881 Zoom shares in Q4 2021, an estimated $230K.
  • Signature Estate & Investment Advisors first reported a position in Zoom in Q2 2020 and held it in 6 quarters.
  • Signature Estate & Investment Advisors's Zoom position peaked at $512K in Q3 2020.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.